ULWM

Upper Left Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 19.57%
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.6M
AUM Growth
+$7.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.54M 8.91%
218,014
-6,837
2
$4.15M 4.91%
175,479
-6,504
3
$4.05M 4.79%
98,333
+44,490
4
$3.9M 4.61%
263,669
-6,133
5
$3.7M 4.37%
229,466
+15,972
6
$3.69M 4.36%
37,343
-1,111
7
$3.45M 4.08%
142,526
+18,128
8
$3.38M 3.99%
130,358
+2,660
9
$3.35M 3.96%
66,758
-2,764
10
$2.99M 3.53%
72,300
+1,201
11
$2.91M 3.44%
150,956
-566
12
$2.85M 3.37%
78,868
-4,627
13
$2.58M 3.05%
6,748
-42,836
14
$2.38M 2.81%
75,622
-6,628
15
$2.33M 2.76%
51,901
+44,784
16
$2.11M 2.5%
104,270
-6,584
17
$2.11M 2.49%
37,147
-4,179
18
$2.1M 2.48%
+35,890
19
$2.03M 2.4%
90,446
+81,398
20
$1.41M 1.67%
29,765
+1,669
21
$1.41M 1.66%
36,373
-5,830
22
$1.4M 1.66%
66,657
+34,850
23
$1.31M 1.55%
59,246
+1
24
$1.24M 1.46%
7,291
-913
25
$1.09M 1.29%
37,020
+3,104